RGF IntegratedWealth Management

Talk to Us

Brett Simpson

Financial Advisor & Chairman

BComm CFP CLU ChFC RHU

Together, we seek to understand the things in life that are meaningful to you, then translate options into achievable goals through a holistic financial plan that will leave you confident about your future. We will empower you with the knowledge to choose wisely and delegate responsibly, while enjoying the simplicity and convenience of value-added independent advice.

Brett Simpson

Financial Advisor & Chairman

BComm CFP CLU ChFC RHU

Together, we seek to understand the things in life that are meaningful to you, then translate options into achievable goals through a holistic financial plan that will leave you confident about your future. We will empower you with the knowledge to choose wisely and delegate responsibly, while enjoying the simplicity and convenience of value-added independent advice.

Brett Simpson

Financial Advisor & Chairman

BComm CFP CLU ChFC RHU

Together, we seek to understand the things in life that are meaningful to you, then translate options into achievable goals through a holistic financial plan that will leave you confident about your future. We will empower you with the knowledge to choose wisely and delegate responsibly, while enjoying the simplicity and convenience of value-added independent advice.

Brett can take your complex circumstances and overwhelming financial options, and create a unique principled and logical plan to achieve your desired outcomes. He has been providing clients, who seek independent professional guidance, a comprehensive global viewpoint to integrated wealth management since 1983. Brett and his team of accredited advisors are contrarian and value conscious in helping you align your choices with the tools needed to achieve meaningful happiness. Brett believes knowledge, experience and wisdom are key differentiators of his team's holistic viewpoint, and its implementation. They will provide objective, face-to-face, caring consultation to you and your "circle of care" through a relationship you can depend on. Your plan, and Brett's team leadership, will provide a stable reference guide for emotional choices to life events.

Brett's own life plan is well-diversified. He enjoys hiking, golf and traveling with his wife, Rachel, especially to visit their two children residing in the USA. Brett and Rachel maintain a second home in Scottsdale, Arizona where pastimes include desert gardening, automobile restoration, and gathering friends to sample tequila and wine collections. Brett enjoys most sports and bikes to work, in fair weather, as part of his training for the annual charity Ride to Conquer Cancer.

"Brett and his team have worked with us for over 20 years. They have had our best financial interests at heart and provided us with knowledge, skills, advice, care and confidence for our financial decisions in retirement. We are most grateful for this."

- James and Anne M.

"Brett set us up with a portfolio that is safe, low-risk and profitable. He is a consummate professional and makes the complex world of financial investments interesting, understandable and beneficial to us."

- Terry H. and Inga B.

"Brett has provided a multiplicity of services and advice, wise counsel, and guidance through many of our life's phases... always with thoughtful consideration, appropriate responses to our risk tolerance, quiet confidence, patience, and especially articulate and understandable explanations."

- Sooz K. and Richard H.

"We were in process of building a business and in need of an overall financial game plan with strategic advice regarding insurance and investments on both a personal and business basis. In coordination with my accountants, Brett assisted in advising on the most advantageous business tax structure."

- Soren and Elizabeth H.

"Over 13 years ago, we were fortunate that good friends of ours recommended Brett and RGF to us. Ever since then Brett and his capable team have been looking after our financial dealings and keeping us informed and up to date."

- Terry H. and Inga B.

"We are very pleased with the advice Brett has been providing us for 30+ years. We always feel confident that his recommendations are well researched. He is up to date on global events and how they impact our investments, and where necessary, suggests changes."

- Doug and Cheryl G.

"We have had the pleasure of working with Brett for almost 30 years. It gives us great confidence knowing the amount of time and research that he puts into helping us make informed decisions regarding our investments."

- Helen and Rob F.

"Brett always makes us feel as if no client is more important than ourselves. He takes time to ensure we understand market conditions, their effects on our portfolio, his suggestions, and the rationale behind them."

- Marjo and Peter M.

"Whenever we meet, he has new recommendations for us to consider and it has worked out great. His support team is excellent, answering all our questions without hesitation. We feel very comfortable and confident to refer Brett and his team to other people."

- Helen & Rob F.

About our team

A Clear Understanding

We accept responsibility to always do "what is right": Our clients hope for a future in which they can have control. In a world of uncertainty, our clients control their choices in response to things that happen. Our relationship, leadership, and creativity guide those choices.

About our team

Our Holistic Process

Together, our initial Discovery develops a clear understanding of what matters to you and how you are positioned to meet challenges, opportunities and risks on the way to your goals. Next, we Recommend options in a logical and principled financial plan personalized to your priorities. Then, we Implement with an agreed transition schedule and continuously Monitor to maintain our course and adjust to your changing circumstances. We are committed to excellence and persist without exception. We find financial solutions by planning a path when none are readily apparent.

RGF Integrated Wealth Management is independent and objective. We are self-employed business owners who run our financial advising company, without influence from financial product manufacturers. We are not housed, affiliated, or associated with any single Bank, Credit Union, Trust, Insurance, Mutual Fund, Portfolio Manager or Securities dealer, yet we add cost effective, tax-integrated, complete implementation capability at all of these institutions. We are transparent in our costs, objective in our analysis, and deeply committed to building a long-term relationship founded on mutual trust.

How We Add Value

Comprehensive Discovery is key to finding out what matters most to you. Then, beyond the data and information accessible to all, we apply knowledge, creativity, and the wisdom of experience to help you take action with effective decisions founded on a principled and logical plan. Objectivity matters! Diversified tax efficient strategies and portfolios reduce headwinds and a global perspective increases opportunities while lowering risk. Extraordinary achievement comes from the wisdom to choose differently than everybody else who has access to similar data and information.

Costs Aligned with Your Success

Ours are transparent and aligned with your progess. We offer options of hourly or project based advice, or ongoing dedicated services designed to help simplify your life with our costs collected through the financial tools we implement and monitor as part of your plan.

We provide a complimentary consultation and review all options to confirm our mandate, mutual responsibilities, compensation choices, and any other questions before asking for your signed commitment to start our work.